Bill Cooley Email & Phone Number
President and CEO @ Success Continuing Education
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Bill Cooley Location
- Newport Beach, CA, US
Bill Cooley Work
- 2003 -now President and CEO @
- 1996 -2001 Sales and Marketing Principal - Owner and Founder @ RegEd - formerly Securities Education Institute, Inc.
- 1996 -2001 National Sales Manager, Executive Vice President (Marketing Principal) @ Securities Education Institute, Inc
- 1995 -1996 Owner and President @ SUCCESS SYSTEMS INTERNATIONAL
- 1991 -1995 Vice President Sales and Marketing @ GOLD COAST SCHOOLS
Bill Cooley Education
- University of Houston Clear Lake City
Master of Business Administration (Marketing and Finance)
1974-1977 - University of Tulsa
Bachelor of Science (Society of Petroleum Engineers Dean's List Kappa Sigma Fraternity UT Golf and Baseball)
1967-1971 -
Post Graduate hours (Petroleum Engineering)
Bill Cooley Skills
- Securities
- Wealth Management
- Financial Services
- Fixed Annuities
- Licensed Continuing Education Instructor - All States
- Insurance
- Retirement Planning
- FINRA
- Investment Advisory
- Investments
- Strategic Financial Planning
- CA Insurance License (Life/Health) + Variable Approved
- Licensing
- Online Continuing Education programs for Carriers, B/Ds, IMOs, and individuals
- Series 63
- Series 24
- Banking
- Entrepreneurship
- Mutual Funds
- Financial Advisory
- Compliance Solutions with Continuing Education Programs
- Instructor Led, Online, and Textbook CE for Securities, Insurance, CFP, CIMA.
- Annuity Suitability and Product Specific Training
- California Real Estate Brokers License
- FINRA Series 7, 24, 63, and 66
- Technology - Customized Websites for you, your company, and your producers
- Compliance and Sales Training of Securities and Insurance Licensees
- Fiduciary Standards Training - Securities and Insurance
- Series 7
- Financial Planning
- Imos
- B/Ds
- Sales
- Team Building
- Your Company
- Software Development
- Ca Insurance License Life/Health + Variable Approved
- Technology
- Your Producers
- Licensed Continuing Education Instructor
- Online
- Finra Series 7
- Instructor Led
- Securities and Insurance
- Microsoft Office
- CIMA
- Textbook Ce for Securities
- Individuals
- Public Speaking
- Program Management
- All States
- Project Management
- Cfp
- Online Continuing Education Programs for Carriers
- Fiduciary Standards Training
- Variable Approved
- Ca Insurance License
Bill Cooley Summary
- Bill Cooley, based in Newport Beach, CA, US, is currently a President and CEO at Success Continuing Education, Inc. Bill Cooley brings experience from previous roles at RegEd - formerly Securities Education Institute, Inc., Securities Education Institute, Inc, SUCCESS SYSTEMS INTERNATIONAL and GOLD COAST SCHOOLS. Bill Cooley holds a 1974 - 1977 Master of Business Administration in Marketing and Finance @ University of Houston Clear Lake City. With a robust skill set that includes Securities, Wealth Management, Financial Services, Fixed Annuities, Licensed Continuing Education Instructor - All States and more. Bill Cooley has 2 emails and 4 mobile phone numbers on RocketReach.
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